My Personal CFO LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

My Personal CFO LLC’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-25,275	Closed	-$2.24M	–	147
2025 Q3	$2.24M	Buy	+25,275	New	+$2.15M	0.87%	35
2023 Q1	–	Sell	-1	Closed	-$99.2K	–	694
2022 Q4	$99.2K	Buy	+1	New	+$75	0.09%	93
2022 Q1	–	Sell	-2,528	Closed	-$214K	–	59
2021 Q4	$214K	Buy	+2,528	New	+$216K	0.19%	58

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

My Personal CFO LLC's SLYV Position: Q4 2025 in Review

My Personal CFO LLC sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 25,275 shares — an estimated $2.24M sold.

My Personal CFO LLC first reported a position in SLYV in Q4 2021 and held it in 3 quarters. The position peaked at $2.24M in Q3 2025. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

My Personal CFO LLC reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 25,275 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $2.24M.
My Personal CFO LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 3 quarters.
My Personal CFO LLC's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.24M in Q3 2025.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.